Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,138 | $135,645-71.9% | $110,243-65.4% | $135,380-71.8% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -11.62% | 513.24%-524.9pp | 314.76%-326.4pp | 519.81%-531.4pp |
| Employer contribution / active EE | $970 | $4,907-80.2% | $3,827-74.7% | $4,779-79.7% |
| Participant deferral / active EE | $4,561 | $5,507-17.2% | $4,672-2.4% | $5,609-18.7% |
| Admin fee / account holder | $1,103 | $11,458-90.4% | $8,548-87.1% | $10,828-89.8% |